All Collections
General Settings
General settings of QuoteMachine
Setting up taxes
Automatic Reminders for Unpaid Invoices
Printing in QuoteMachine
Downloading a PDF version of your document
Collecting Late Fees in QuoteMachine
Change taxes in tax-inclusive accounts
Price Levels
Create a contract document from quote
Setting Restrictions on Order Forms
Manage your QuoteMachine subscription
Cancelling an Order
How to use Zapier with QuoteMachine
Connecting with Kangaroo rewards
Attaching PDFs to account statements
Automatic update of order status
How to add your tax numbers
Collecting a Payment from an Order
Connect QuoteMachine to your own email account
Connect with Zendesk Sell
How to display the location or account email address in the Contact & Document details section
Using Order Forms for Event Registration
How to delete a deposit from a quote
Creating a Return in QuoteMachine
Entering Tax by Line Item
Expiration dates on Quotes
Using Merge & Custom Fields
Order Forms
Activate the integration with Stripe Payments
Connecting your Stripe Integration
ACH setup with Stripe
Setting up ACH Payments
Saving a new card on file without capturing payment.
Save a credit card on file while capturing payment
Use credit card on file
Using QuoteMachine Payments
Processing Refunds with QuoteMachine Payments
Setting up QuoteMachine Payments
Taking an E-Signature in QuoteMachine
Changing your Font & Color Scheme
Creating & Editing Document templates
Background image on Quotes
Hide QuoteMachine logo from emails and documents
Custom order statuses
Remove a customer’s email from a template
Custom Fields on documents
Custom Fields
Variable fields in emails
Using the Custom Pricing Table
Adding ageing reports into documents
Display a deposit on a quote
Display account statements within invoices
Insert video in quote template